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Vanguard Dividend Appreciation ETF

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
1626
Physician Wealth Advisors
Utah
$463K -$23.5K -121 -5%
PIM
1627
Penobscot Investment Management
Massachusetts
$462K +$2.91K +15 +0.6%
WCF
1628
West Coast Financial
California
$462K +$192K +989 +71%
PCTC
1629
Perkins Coie Trust Company
Washington
$461K
Chevy Chase Trust
1630
Chevy Chase Trust
Maryland
$461K +$9.7K +50 +2%
DF
1631
Dunhill Financial
United Kingdom
$460K -$49.3K -254 -10%
JJBC
1632
James J. Burns & Company
New York
$460K -$19.2K -99 -4%
LA
1633
Legacy Advisors
Pennsylvania
$458K
1W
1634
1776 Wealth
Georgia
$458K -$97K -500 -17%
AFS
1635
Access Financial Services
Minnesota
$457K -$3.88K -20 -0.8%
MCM
1636
Manchester Capital Management
Vermont
$455K +$149K +767 +49%
LWP
1637
LMG Wealth Partners
Louisiana
$455K -$50K -258 -10%
LIWM
1638
Long Island Wealth Management
New York
$454K -$1.55K -8 -0.3%
M
1639
MYeCFO
California
$451K -$7.18K -37 -2%
KFI
1640
Key Financial Inc
Pennsylvania
$451K
SWA
1641
Sightline Wealth Advisors
Connecticut
$450K +$2.13K +11 +0.5%
EPW
1642
Endeavor Private Wealth
Kansas
$450K +$450K +2,320 New
DIM
1643
Delta Investment Management
California
$449K +$119K +614 +36%
TW
1644
TritonPoint Wealth
Maryland
$447K +$60.9K +314 +16%
CAM
1645
Creekmur Asset Management
Illinois
$445K -$11.3K -58 -2%
MCA
1646
Magnolia Capital Advisors
Mississippi
$443K +$14.5K +75 +3%
CIA
1647
Cape Investment Advisory
Georgia
$442K -$7.96K -41 -2%
HWMO
1648
Heritage Wealth Management (Ohio)
Ohio
$441K +$23.5K +121 +6%
FWM
1649
ForthRight Wealth Management
Georgia
$439K
AIS
1650
Accredited Investor Services
Minnesota
$439K